Category: Uncategorized

Filter Blog by:
    Let’s Talk About Midterm Elections and Your Investments

    Blog

    Let’s Talk About Midterm Elections and Your Investments

    This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

    Read More
    Considering Tax Loss Harvesting? What You Need to Know First

    Blog

    Considering Tax Loss Harvesting? What You Need to Know First

    Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

    Read More
    Market Volatility Terms to Know

    Blog

    Market Volatility Terms to Know

    Every industry has its special terms whose meanings aren’t always clear to the casual observer – investments may surpass them all. Its stream of strange terms can be hard to decipher, particularly during tough markets when industry jargon and unfamiliar language can obfuscate pressing matters.

    Read More
    The Basics of Bucketing

    Blog

    The Basics of Bucketing

    Most of us have a jar of cash for something, whether it’s designated for Friday night pizza or savings for an upcoming event. Keeping jars of cash for certain things exemplifies our natural tendency to put money into categories.

    Read More
    September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

    Blog

    September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

    We all remember it. You have your pencils all sharpened, your new outfit on, and a fresh new school year ahead of you. Long after our academic days are over, we can’t help feeling that autumn is the time – after the exuberance of summer – to re-check and re-tighten everything to prepare for …

    Read More